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Leadership (4)
4 Tools to Help Boost Team Productivity
As your team and business expand, managing productivity quickly becomes a monumental challenge. You wake up one morning and realize that what you could once manage with...
Improve Your Hiring Process -- Think Strategically!
With every hire, at a minimum you should be thinking about your future company rather than merely filling a current need. Ask yourself where you envision the individual...
Onboarding Starts with the Very First Interview
How do you go about quickly and effectively integrating new hires into the culture of your team? The trick is to not wait until the individual is hired, but rather to...
I’ve Got Your Back – Nurturing Mutual Accountability
Mutual accountability is a quality that neither develops on its own, nor can be coerced. Instead, mutual accountability must be co-created between you, as team leader,...
Are Your Marketing Efforts Stuck in the '80s?
Blue Horseshoe loves Anacott Steel! For many of us, the image of Bud Fox’s tenacious efforts to bag the elephant and secure a new client relationship with Gordon Gekko...
5 Tips for Building an Effective Team and Future Company
There’s a fundamental and often monumental difference between a “team” and a “work group.” Yet what most advisors refer to as a team, is more often than not, the latter...
How to Better Leverage Millennial Financial Advisors
You’re most likely familiar with the oft-discussed Japanese business concept of Kaizen. Derived from the words“kai” which means change and “zen” which means good, the...
10 Guidelines for More Productive Employee Development Conversations
If you’re like most advisors, you probably meet with individual team members on an annual or quarterly basis to provide performance feedback. These evaluations are...
Why Should You Worry About Generational Wealth?
I’m not sure how or when it happened, but my penchant for bands like the Red Hot Chili Peppers and FooFighters is now met with a somewhat dismissive head shake and a...
What You Know Will Open More Doors Than Who You Know
Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating...
Interdependence – The Secret Sauce of Successful Teams
Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the...
How Strong Is Your Team?
A true team is a group of people who are fully committed to mutually defined and extraordinary success of the group as a unit, and hold themselves mutually accountable...
7 Simple Ways to be An Exceptional Financial Advisor
“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell Financial Advisors get a bad rap, and much of it is unjust. While we...
How Do You Rate as a Leader?
Years of accumulated research has taught us a simple, irrefutable fact. The most effective team leaders guide and manage from within the team structure rather than...